I switched from the old quickbooks Self-employed app to the newer Sole trader app. I’m now unable to view historical customer invoices. Is there any way to access them?

There are only certain data that can be switched over when you move from QuickBooks Self-Employed to QuickBooks Sole Trader, johnbig10.

Please note that once you upgrade to Sole Trader, you will no longer be able to access your QuickBooks Self-Employed account, and some data, such as invoices, cannot be transferred automatically.

If you’ve backed up your data before switching, you can manually import it into your Sole Trader account.

Here’s what you can import:

• Bank Data.
• Invoices.
• Products and Services.
• Customers.

To manually import your data, please follow these steps:

1. Sign in to Sole Trader.
2. Go to Settings ⚙ and select Import data.
   
    
3. Select the record type you want to import and click Import.
   
    
4. Select Browse to upload the CSV file from your computer.
   
5. Select Next.
6. Match the fields to the correct categories.
7. Select Done.

For detailed guidance on importing your data, please refer to this article: Import your data into QuickBooks Sole Trader.

If your file wasn’t backed up before switching, I recommend contacting our live expert team. They are equipped with the tools needed to securely access your account and offer real-time solutions to address this concern.

Our support hours are:

• Phone support: Weekdays, 8:00 AM to 7:00 PM.
• Setup a Callback: Weekdays, 8:00 AM to 6:00 PM. Support experts will call you as soon as available.
• Start a Chat: Weekdays, 8:00 AM to 8:00 PM; Weekends, 8:00 AM to 6:00 PM.

I’ve shared an article that shows how to upload and attach receipts to your transactions in QuickBooks Sole Trader: Upload your receipts to QuickBooks Sole Trader.

Should you need further assistance, feel free to reply to this thread.

QuickBooks is phasing out the old Self-Employed app. Most data like transactions, clients, receipts, and mileage can be moved to QuickBooks Solopreneur or QuickBooks Online. Download your reports first, as you won’t be able to switch back after migrating.